Institutional Ownership Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK). We have compiled data on the 2,397 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
4,591
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,585
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2024
Added 32.78%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
4,567
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
4,558
shares
|
$1.07 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
4,550
shares
|
$1.07 Million
1.02% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,530
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,526
shares
|
$1.06 Million
0.79% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
4,520
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.33%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,515
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
4,514
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
4,514
shares
|
$1.06 Million
0.32% of portfolio
|
Q1 2023
Reduced 61.56%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
4,510
shares
|
$1.06 Million
0.65% of portfolio
|
Q1 2022
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
4,507
shares
|
$1.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
4,506
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
4,500
shares
|
$1.06 Million
0.66% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
4,426
shares
|
$1.04 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
4,422
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,406
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,405
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2022
Reduced 68.04%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
4,386
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,371
shares
|
$1.03 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
4,367
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,358
shares
|
$1.02 Million
1.32% of portfolio
|
Q4 2023
Reduced 9.08%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,353
shares
|
$1.02 Million
0.71% of portfolio
|
Q2 2023
Reduced 11.51%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,347
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.82%
|